How to Use Asana

Getting started with Asana

After reading this guide, you'll be able to set up your Asana account and create your first project, enabling you to coordinate tasks efficiently with your team.

Step 1: Sign up and set up

1. Go to asana.com.
2. Click on the "Get Started for Free" button on the homepage.
3. Enter your email address and click "Continue."
4. Follow the prompts to create your password and fill in your name.
5. Once logged in, you can invite team members by entering their email addresses or skip this step for now.

Step 2: Your first project

1. On the Asana dashboard, click the “+ New Project” button on the left sidebar.
2. Choose either "Blank Project" or select a template that suits your needs.
3. Name your project and select a layout (List or Board).
4. Click "Create Project."
5. Now, add tasks by clicking on "Add Task" and enter task details like the name, due date, and assignee.
6. Organise tasks by dragging them into sections or columns, especially if using a Board layout.

Step 3: Get better results

1. Use the "Due Date" feature for each task to keep track of deadlines.
2. Set up "Sections" within your project to group related tasks.
3. Explore the "Custom Fields" option to track specific data (e.g., priority).
4. Enable "Notifications" in your profile settings to stay updated on project changes.
5. Use the "Search" bar at the top to find tasks quickly.

Pro tip

Utilise the "Project Templates" feature to save time on setting up similar projects in the future. You can create a template from an existing project by clicking on the project name, selecting "Use as Template," and then saving it.

Common mistake to avoid

Avoid skipping the invitation step for your team. Collaboration is key in Asana, and having your team members on board from the start will help in managing tasks effectively.